Matthew
Sather
Great Valley Advisor Group, Inc
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About this Advisor
Matthew Sather is a financial advisor working in Minneapolis, Minnesota with 2 years of industry experience. Sather is an employee of Great Valley Advisor Group, Inc. Over the course of their career, Sather has held roles at Lpl Financial LLC, Rock Island Wealth Management, Orangetheory Fitness, Yesterdays, Theatrezone, Fun.Com, Blue Gate Musicals, 30 Years Of Night, Maples Repertory Theatre, Crane River Theater, Highland Summer Theater, Pub 19, Spencer Golf And Country Club and College/School. Sather maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Great Valley Advisor Group, Inc is a business that has its headquarters in Wilmington, DE. The company has offices in 72 locations and a total of 146 employees. It oversees $5 billion in assets under management among its 21,345 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 21,345 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Great Valley Advisor Group, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Sather Work History
Matthew has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Rock Island Wealth Management
Orangetheory Fitness
Yesterdays
30 Years Of Night
Theatrezone
Blue Gate Musicals
Maples Repertory Theatre
Fun.Com
Crane River Theater
College/School
Highland Summer Theater
Pub 19
Spencer Golf And Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Sather to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Valley Advisor Group, Inc
Waukesha, WI
Wilmington, DE
Kutztown, PA
Boca Raton, FL
Berwyn, PA
Brookfield, WI
Wilmington, DE
Berryville, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
